做时间的朋友吧的个人主页 - 老虎社区

做时间的朋友吧

做时间的朋友吧

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IP属地：北京

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做时间的朋友吧

2020-07-22

$梅西百货(M)$涨个毛呢，劳资10块的成本

做时间的朋友吧

2020-09-23

$特斯拉(TSLA)$炒股是很个人的事情，最烦一些sb在那里装做很懂的样子指点江山，管你p事，玩好你自己的不行吗？非得出来装股神？你就那么需要存在感？

做时间的朋友吧

2021-10-22

$Digital World Acquisition Corp(DWAC)$能不能空？？

做时间的朋友吧

2020-08-25

$梅西百货(M)$10.2买的你，一声叹息

做时间的朋友吧

2020-04-05

$汽车之家(ATHM)$做空它

做时间的朋友吧

2020-09-24

人民的钱是房地产的，房地产的钱是银行的，银行的钱是人民的，最后倒霉的还是人民

1400亿融资待偿还，恒大告急！204万业主无家可归

做时间的朋友吧

2021-01-02

认真看了留言，发现有刻意黑特斯拉的水军，不晓得是竞品机构雇佣的水军，还是做空特斯拉赔钱的无脑黑，值得思考，特斯拉的降价对于普通消费者而言，绝对是利好，倒逼国产电动厂商做出改变

特斯拉Model Y两款车型大幅降价

做时间的朋友吧

2020-07-02

$优克联(UCL)$有必要这么侮辱这支股吗

做时间的朋友吧

2021-10-26

$特斯拉(TSLA)$不怕你涨，就怕你不跌

做时间的朋友吧

2021-12-04

$阿里巴巴-SW(09988)$我不过是想抄底，你竟然要拆我房？？？

做时间的朋友吧

2021-11-19

$阿里巴巴-SW(09988)$抄底的后果[流泪]

做时间的朋友吧

2021-07-27

$滴滴(DIDI)$zf又给我上了一课，再买中概股我就剁手

做时间的朋友吧

2020-09-15

$恒大汽车(00708)$借着造车圈地也是中国特色了

做时间的朋友吧

2020-08-12

$优克联(UCL)$这都拉不起来吗？废物

做时间的朋友吧

2020-07-22

$特斯拉(TSLA)$财报利好也不涨了，提前透支了

做时间的朋友吧

2021-11-12

$特斯拉(TSLA)$能不能加仓？

做时间的朋友吧

2021-08-03

$腾讯控股(00700)$政治正确已经成为炒股必备技能

做时间的朋友吧

2020-10-21

这个水平也配写文章？

特斯拉VS蔚来、理想、小鹏：“渣男”与“备胎”的战役

做时间的朋友吧

2021-11-05

$Mainz Biomed B.V.(MYNZ)$刚买了就停牌[笑哭]

做时间的朋友吧

2021-09-07

$RLX科技(RLX)$[呆住]

去老虎APP查看更多动态

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17:15","market":"hk","language":"zh","title":"1400亿融资待偿还，恒大告急！204万业主无家可归","url":"https://stock-news.laohu8.com/highlight/detail?id=2069371120","media":"老虎资讯综合","summary":"按照监管层近期的要求，对房地产融资的管理，主要以“三条红线”为标准，具体为：剔除预收款后的资产负债率大于70%； 净负债率大于100%；现金短债比小于1倍。根据房企的“踩线”情况，分为“红、橙、黄、绿","content":"<p>按照监管层近期的要求，对房地产融资的管理，主要以“三条红线”为标准，具体为：剔除预收款后的资产负债率大于70%； 净负债率大于100%；现金短债比小于1倍。根据房企的“踩线”情况，分为“红、橙、黄、绿”四档，然后实施差异化债务规模管理。这也被认为是史上最严厉的债务管控政策。</p><p>“三条红线”迅速引起企业的反应。9月初，以恒大为代表的部分房企实施大范围降价促销；一些房企酝酿降本增效方案，进一步实施成本管控；另有不少企业抓住政策窗口期，启动大规模融资……行业调整的端倪已现，尽管企业在勉力支撑，但多米诺骨牌效应似乎已不可避免。</p><p>今天，知名财经博主爆料了<b>恒大集团发布关于恳请支持重大资产重组项目的情况报告</b>。恒大集团在报告中提及，<span style=\"color:rgba(212,49,49,1);\">公司须在2021年1月31日前偿还战略投资者1300亿元本金并支付137亿元分红</span>，如不能按时完成重组，则资产负债率将会大幅攀升至90%以上，导致公司现金流断裂，并引发一系列公司及社会风险。</p><p><img src=\"https://static.tigerbbs.com/cd0c72787a7e44592962d9395d12c209\" tg-width=\"696\" tg-height=\"737\"></p><p>总结这份报告：</p><p><b>我恒大16年与深圳政府谈好好的，深深房要收购我的股份，给我投钱，救我一把。</b></p><p><b>但是后来证监会和深交所死活不同意，于是我没办法搞了1300亿“民间借贷‘，勉强活到今天。</b></p><p><b>我这几年也遵纪守法还干了不少好事（前面说那些）</b></p><p><b>现在我们民间借贷要到期了，我还不能起了。能不能请广东省政府给证监会和深交所说一下，别干扰深深房救我了！</b></p><p>最厉害还是后面，看看我圈起来的：</p><p><img src=\"https://static.tigerbbs.com/cf593bfdc60e08b8350d1465839f4e26\" tg-width=\"440\" tg-height=\"318\">金融系统风险、严重影响就业，331万人稳定就业，204万业主面临工程烂尾。</p><p>个个都是吓死人的后果。</p><p>这不就是以风险威胁诸侯么？</p><p>还有堂堂中国第一大地产公司，连民间小贷都借，这是多么恐怕的事。</p><p>这事暂时不知道波及面多大，会不会从一个企业的危机，扩散为一场行业危机，最终演化为类似美国次贷危机的一场经济灾难，值得继续观察。</p><p>上个月出的房地产3条红线，注意哦，恒大自己说的负债率70%，触碰了那条红线。</p><p>证监会和深交所人家也是按法律法规办事啊。</p><p>最惨的就是被深深房停牌四年套住的股市投资者，估计想死的心都有了。</p><p><b>回顾：重组深深房迟滞4年</b></p><p>2016年10月，恒大集团启动与深圳经济特区房地产（集团）股份有限公司（以下简称“深深房”）的重组上市，但近四年时间过去，恒大的回A进程仍延宕不前。</p><p>9月20日，深深房曾发布公告称，因筹划的重大资产重组事项尚存在较大不确定性，将继续停牌。目前，自2016年9月14日起，深深房停牌已超过4年。</p><p>深深房表示，“由于重大资产重组涉及深圳市国有企业改革，交易结构较为复杂，属于重大无先例事项，重组方案还需进一步沟通与论证。”</p><p>在文件中，恒大集团称，与深深房的资产重组符合国务院关于区域性国资国企综合改革试点精神，对于推进国企混改，促进资本市场健康发展具有重要意义。</p><p>文件还透露了重组延迟的压力。2017年3月，恒大地产为重组引来1300亿战投。如重组不能如期完成，恒大需在2021年1月31日前向战略投资者偿还本金并支付137亿分红。恒大称，“1300亿由权益变为负债，资产负债率将大幅攀升至90%以上，可能导致恒大地产现金流断裂。“</p><p>在房地产行业融资收紧的背景下，现金流断裂将带来“多米诺骨牌效应“。恒大认为，现金流断裂将导致其无法偿债，进而引发金融系统性风险，影响上下游企业经营，使深深房中小股东利益受损等。同时，鉴于其14万名员工及在全国229个城市的792个项目，现金流断裂将影响就业和社会稳定。</p><p>广东住房政策研究中心首席研究员李宇嘉对时代财经分析称，恒大与深深房的重组符合国企混改的政策导向，有利于提高区域性国企的盈利能力和治理水平。</p><p>“但阻碍在于，近年来A股基本暂停房地产企业上市、主要助力实体经济发展。且A股不仅有三年连续盈利的要求、盈利增幅的要求，还有对行业布局的要求。”</p>","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n1400亿融资待偿还，恒大告急！204万业主无家可归\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-09-24 17:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>按照监管层近期的要求，对房地产融资的管理，主要以“三条红线”为标准，具体为：剔除预收款后的资产负债率大于70%； 净负债率大于100%；现金短债比小于1倍。根据房企的“踩线”情况，分为“红、橙、黄、绿”四档，然后实施差异化债务规模管理。这也被认为是史上最严厉的债务管控政策。</p><p>“三条红线”迅速引起企业的反应。9月初，以恒大为代表的部分房企实施大范围降价促销；一些房企酝酿降本增效方案，进一步实施成本管控；另有不少企业抓住政策窗口期，启动大规模融资……行业调整的端倪已现，尽管企业在勉力支撑，但多米诺骨牌效应似乎已不可避免。</p><p>今天，知名财经博主爆料了<b>恒大集团发布关于恳请支持重大资产重组项目的情况报告</b>。恒大集团在报告中提及，<span style=\"color:rgba(212,49,49,1);\">公司须在2021年1月31日前偿还战略投资者1300亿元本金并支付137亿元分红</span>，如不能按时完成重组，则资产负债率将会大幅攀升至90%以上，导致公司现金流断裂，并引发一系列公司及社会风险。</p><p><img src=\"https://static.tigerbbs.com/cd0c72787a7e44592962d9395d12c209\" tg-width=\"696\" tg-height=\"737\"></p><p>总结这份报告：</p><p><b>我恒大16年与深圳政府谈好好的，深深房要收购我的股份，给我投钱，救我一把。</b></p><p><b>但是后来证监会和深交所死活不同意，于是我没办法搞了1300亿“民间借贷‘，勉强活到今天。</b></p><p><b>我这几年也遵纪守法还干了不少好事（前面说那些）</b></p><p><b>现在我们民间借贷要到期了，我还不能起了。能不能请广东省政府给证监会和深交所说一下，别干扰深深房救我了！</b></p><p>最厉害还是后面，看看我圈起来的：</p><p><img src=\"https://static.tigerbbs.com/cf593bfdc60e08b8350d1465839f4e26\" tg-width=\"440\" tg-height=\"318\">金融系统风险、严重影响就业，331万人稳定就业，204万业主面临工程烂尾。</p><p>个个都是吓死人的后果。</p><p>这不就是以风险威胁诸侯么？</p><p>还有堂堂中国第一大地产公司，连民间小贷都借，这是多么恐怕的事。</p><p>这事暂时不知道波及面多大，会不会从一个企业的危机，扩散为一场行业危机，最终演化为类似美国次贷危机的一场经济灾难，值得继续观察。</p><p>上个月出的房地产3条红线，注意哦，恒大自己说的负债率70%，触碰了那条红线。</p><p>证监会和深交所人家也是按法律法规办事啊。</p><p>最惨的就是被深深房停牌四年套住的股市投资者，估计想死的心都有了。</p><p><b>回顾：重组深深房迟滞4年</b></p><p>2016年10月，恒大集团启动与深圳经济特区房地产（集团）股份有限公司（以下简称“深深房”）的重组上市，但近四年时间过去，恒大的回A进程仍延宕不前。</p><p>9月20日，深深房曾发布公告称，因筹划的重大资产重组事项尚存在较大不确定性，将继续停牌。目前，自2016年9月14日起，深深房停牌已超过4年。</p><p>深深房表示，“由于重大资产重组涉及深圳市国有企业改革，交易结构较为复杂，属于重大无先例事项，重组方案还需进一步沟通与论证。”</p><p>在文件中，恒大集团称，与深深房的资产重组符合国务院关于区域性国资国企综合改革试点精神，对于推进国企混改，促进资本市场健康发展具有重要意义。</p><p>文件还透露了重组延迟的压力。2017年3月，恒大地产为重组引来1300亿战投。如重组不能如期完成，恒大需在2021年1月31日前向战略投资者偿还本金并支付137亿分红。恒大称，“1300亿由权益变为负债，资产负债率将大幅攀升至90%以上，可能导致恒大地产现金流断裂。“</p><p>在房地产行业融资收紧的背景下，现金流断裂将带来“多米诺骨牌效应“。恒大认为，现金流断裂将导致其无法偿债，进而引发金融系统性风险，影响上下游企业经营，使深深房中小股东利益受损等。同时，鉴于其14万名员工及在全国229个城市的792个项目，现金流断裂将影响就业和社会稳定。</p><p>广东住房政策研究中心首席研究员李宇嘉对时代财经分析称，恒大与深深房的重组符合国企混改的政策导向，有利于提高区域性国企的盈利能力和治理水平。</p><p>“但阻碍在于，近年来A股基本暂停房地产企业上市、主要助力实体经济发展。且A股不仅有三年连续盈利的要求、盈利增幅的要求，还有对行业布局的要求。”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c6fcdaee085f89a043698b2126b966fe","relate_stocks":{"03333":"中国恒大"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2069371120","content_text":"按照监管层近期的要求，对房地产融资的管理，主要以“三条红线”为标准，具体为：剔除预收款后的资产负债率大于70%； 净负债率大于100%；现金短债比小于1倍。根据房企的“踩线”情况，分为“红、橙、黄、绿”四档，然后实施差异化债务规模管理。这也被认为是史上最严厉的债务管控政策。“三条红线”迅速引起企业的反应。9月初，以恒大为代表的部分房企实施大范围降价促销；一些房企酝酿降本增效方案，进一步实施成本管控；另有不少企业抓住政策窗口期，启动大规模融资……行业调整的端倪已现，尽管企业在勉力支撑，但多米诺骨牌效应似乎已不可避免。今天，知名财经博主爆料了恒大集团发布关于恳请支持重大资产重组项目的情况报告。恒大集团在报告中提及，公司须在2021年1月31日前偿还战略投资者1300亿元本金并支付137亿元分红，如不能按时完成重组，则资产负债率将会大幅攀升至90%以上，导致公司现金流断裂，并引发一系列公司及社会风险。总结这份报告：我恒大16年与深圳政府谈好好的，深深房要收购我的股份，给我投钱，救我一把。但是后来证监会和深交所死活不同意，于是我没办法搞了1300亿“民间借贷‘，勉强活到今天。我这几年也遵纪守法还干了不少好事（前面说那些）现在我们民间借贷要到期了，我还不能起了。能不能请广东省政府给证监会和深交所说一下，别干扰深深房救我了！最厉害还是后面，看看我圈起来的：金融系统风险、严重影响就业，331万人稳定就业，204万业主面临工程烂尾。个个都是吓死人的后果。这不就是以风险威胁诸侯么？还有堂堂中国第一大地产公司，连民间小贷都借，这是多么恐怕的事。这事暂时不知道波及面多大，会不会从一个企业的危机，扩散为一场行业危机，最终演化为类似美国次贷危机的一场经济灾难，值得继续观察。上个月出的房地产3条红线，注意哦，恒大自己说的负债率70%，触碰了那条红线。证监会和深交所人家也是按法律法规办事啊。最惨的就是被深深房停牌四年套住的股市投资者，估计想死的心都有了。回顾：重组深深房迟滞4年2016年10月，恒大集团启动与深圳经济特区房地产（集团）股份有限公司（以下简称“深深房”）的重组上市，但近四年时间过去，恒大的回A进程仍延宕不前。9月20日，深深房曾发布公告称，因筹划的重大资产重组事项尚存在较大不确定性，将继续停牌。目前，自2016年9月14日起，深深房停牌已超过4年。深深房表示，“由于重大资产重组涉及深圳市国有企业改革，交易结构较为复杂，属于重大无先例事项，重组方案还需进一步沟通与论证。”在文件中，恒大集团称，与深深房的资产重组符合国务院关于区域性国资国企综合改革试点精神，对于推进国企混改，促进资本市场健康发展具有重要意义。文件还透露了重组延迟的压力。2017年3月，恒大地产为重组引来1300亿战投。如重组不能如期完成，恒大需在2021年1月31日前向战略投资者偿还本金并支付137亿分红。恒大称，“1300亿由权益变为负债，资产负债率将大幅攀升至90%以上，可能导致恒大地产现金流断裂。“在房地产行业融资收紧的背景下，现金流断裂将带来“多米诺骨牌效应“。恒大认为，现金流断裂将导致其无法偿债，进而引发金融系统性风险，影响上下游企业经营，使深深房中小股东利益受损等。同时，鉴于其14万名员工及在全国229个城市的792个项目，现金流断裂将影响就业和社会稳定。广东住房政策研究中心首席研究员李宇嘉对时代财经分析称，恒大与深深房的重组符合国企混改的政策导向，有利于提高区域性国企的盈利能力和治理水平。“但阻碍在于，近年来A股基本暂停房地产企业上市、主要助力实体经济发展。且A股不仅有三年连续盈利的要求、盈利增幅的要求，还有对行业布局的要求。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1637,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557791067487079","authorId":"3557791067487079","name":"钟_4641","avatar":"https://static.tigerbbs.com/2c681c9ab6e9b19d4a50f8b04b28cd32","crmLevel":1,"crmLevelSwitch":0,"idStr":"3557791067487079","authorIdStr":"3557791067487079"},"content":"银行的钱怎么是人民的","text":"银行的钱怎么是人民的","html":"银行的钱怎么是人民的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331629371,"gmtCreate":1609583983993,"gmtModify":1703739797880,"author":{"id":"3493527038160165","authorId":"3493527038160165","name":"做时间的朋友吧","avatar":"https://static.tigerbbs.com/c7d9216fe3143bbff69f921e3b5f26f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493527038160165","authorIdStr":"3493527038160165"},"themes":[],"htmlText":"认真看了留言，发现有刻意黑特斯拉的水军，不晓得是竞品机构雇佣的水军，还是做空特斯拉赔钱的无脑黑，值得思考，特斯拉的降价对于普通消费者而言，绝对是利好，倒逼国产电动厂商做出改变","listText":"认真看了留言，发现有刻意黑特斯拉的水军，不晓得是竞品机构雇佣的水军，还是做空特斯拉赔钱的无脑黑，值得思考，特斯拉的降价对于普通消费者而言，绝对是利好，倒逼国产电动厂商做出改变","text":"认真看了留言，发现有刻意黑特斯拉的水军，不晓得是竞品机构雇佣的水军，还是做空特斯拉赔钱的无脑黑，值得思考，特斯拉的降价对于普通消费者而言，绝对是利好，倒逼国产电动厂商做出改变","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/331629371","repostId":"1190699958","repostType":4,"repost":{"id":"1190699958","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1609472091,"share":"https://www.laohu8.com/m/news/1190699958?lang=&edition=full","pubTime":"2021-01-01 11:34","market":"us","language":"zh","title":"特斯拉Model Y两款车型大幅降价","url":"https://stock-news.laohu8.com/highlight/detail?id=1190699958","media":"老虎资讯综合","summary":"据$特斯拉$中国官网：特斯拉Model Y长续航版起售价为33.99万元人民币，此前为48.8万元人民币，下调14.81万元。特斯拉Model Y Performance 高性能版起售价为36.99万元人民币，此前为53.5万元人民币，下调16.51万元。据网站内容，国产Model Y将于今年1月开始交付。全新Model 3正式上线发售，全新的“黑化”外观、热泵、电动尾门、前排双层玻璃等多项改进。特斯拉官网显示Model 3长续航版车型已下线，仅剩了标准续航升级版和高性能版。","content":"<p>据<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国官网：特斯拉Model Y长续航版起售价为33.99万元人民币，此前为48.8万元人民币，下调14.81万元。特斯拉Model Y Performance&nbsp;高性能版起售价为36.99万元人民币，此前为53.5万元人民币，下调16.51万元。据网站内容，国产Model&nbsp;Y将于今年1月开始交付。</p><p><img src=\"https://static.tigerbbs.com/1bcc792378cb8d1adbc8e98d0e20bbed\" tg-width=\"512\" tg-height=\"456\"></p><p>全新Model&nbsp;3正式上线发售，全新的“黑化”外观、热泵、电动尾门、前排双层玻璃等多项改进。特斯拉官网显示Model 3长续航版车型已下线，仅剩了标准续航升级版和高性能版。</p><p><img src=\"https://static.tigerbbs.com/81502484a48ef49d20cd748394517a4d\" tg-width=\"3232\" tg-height=\"2210\"></p><p>特斯拉全球副总裁陶琳今日在微博发文表示：扎根中国市场，回馈中国消费者。这就是中国制造的力量。</p><p><img src=\"https://static.tigerbbs.com/eded7ecc580dda55227bd2db2eb18fab\" tg-width=\"898\" tg-height=\"475\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉Model Y两款车型大幅降价</title>\n<style 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Y长续航版起售价为33.99万元人民币，此前为48.8万元人民币，下调14.81万元。特斯拉Model Y Performance&nbsp;高性能版起售价为36.99万元人民币，此前为53.5万元人民币，下调16.51万元。据网站内容，国产Model&nbsp;Y将于今年1月开始交付。</p><p><img src=\"https://static.tigerbbs.com/1bcc792378cb8d1adbc8e98d0e20bbed\" tg-width=\"512\" tg-height=\"456\"></p><p>全新Model&nbsp;3正式上线发售，全新的“黑化”外观、热泵、电动尾门、前排双层玻璃等多项改进。特斯拉官网显示Model 3长续航版车型已下线，仅剩了标准续航升级版和高性能版。</p><p><img src=\"https://static.tigerbbs.com/81502484a48ef49d20cd748394517a4d\" tg-width=\"3232\" tg-height=\"2210\"></p><p>特斯拉全球副总裁陶琳今日在微博发文表示：扎根中国市场，回馈中国消费者。这就是中国制造的力量。</p><p><img src=\"https://static.tigerbbs.com/eded7ecc580dda55227bd2db2eb18fab\" tg-width=\"898\" tg-height=\"475\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/470c7cb7483c270761f6679ffa0ee057","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190699958","content_text":"据特斯拉中国官网：特斯拉Model Y长续航版起售价为33.99万元人民币，此前为48.8万元人民币，下调14.81万元。特斯拉Model Y Performance 高性能版起售价为36.99万元人民币，此前为53.5万元人民币，下调16.51万元。据网站内容，国产Model Y将于今年1月开始交付。全新Model 3正式上线发售，全新的“黑化”外观、热泵、电动尾门、前排双层玻璃等多项改进。特斯拉官网显示Model 3长续航版车型已下线，仅剩了标准续航升级版和高性能版。特斯拉全球副总裁陶琳今日在微博发文表示：扎根中国市场，回馈中国消费者。这就是中国制造的力量。","news_type":1},"isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":940105595,"gmtCreate":1593696913217,"gmtModify":1704202905683,"author":{"id":"3493527038160165","authorId":"3493527038160165","name":"做时间的朋友吧","avatar":"https://static.tigerbbs.com/c7d9216fe3143bbff69f921e3b5f26f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493527038160165","authorIdStr":"3493527038160165"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UCL\">$优克联(UCL)$</a>有必要这么侮辱这支股吗","listText":"<a 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11:29","market":"us","language":"zh","title":"特斯拉VS蔚来、理想、小鹏：“渣男”与“备胎”的战役","url":"https://stock-news.laohu8.com/highlight/detail?id=2077530921","media":"汽车公社","summary":"当下的特斯拉就像一位渣男，迷人、危险、不负责任，但是依然令人又爱又恨。","content":"<p>多月之前，当<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>国产Model 3在短时间内频繁进行“官降”，致使老车主利益受到严重损失时，有人曾在微博对前者做出了这样的评价：<b>当下的特斯拉就像一位渣男，迷人、危险、不负责任，但是依然令人又爱又恨；而中国部分新势力造车以及传统新能源车企，相比特斯拉就像一位备胎，对你无条件的好，默默等待那些被前者伤害过的人</b>。</p><p>从感性考虑，必须承认如此比喻有那么几分道理，特斯拉目前给予我们的形象好似就是如此。甚至有时，由于在智能化、电子架构、自动驾驶、操控体验上，Model 3给予人们的映像过于深刻，可以让他们爱得死去活来，甚至令一众车主暂时忘却了它在产品质量、售后服务等方面的种种缺陷。</p><p>反观亦如<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>，却在重金投入产品研发、服务体系构建，全心全意为消费者考虑的溺爱中，仍然遭受些许不公的舆论攻击与指责。<b>好在随着剧情不断发展、潜在用户的渐渐成熟，身处这场渣男与备胎的战役中，后者已经将示人的形象转变为“暖男”。</b></p><p>终端销量层面，也不再是国产Model 3的一家独大，比亚迪汉、蔚来ES6、小鹏P7等一众国产电动车的崛起，迅速形成对于特斯拉的“围剿”。或许是感受到危机的存在，国庆假期首日前者再次选择“官降”应对，而这背后愈发反映出残酷的起跑线之争就此开始。</p><h3>“官降”引发的口诛笔伐</h3><p>记得在特斯拉今年发生自动驾驶芯片“减配”风波时，笔者曾写下“雪崩时，没有一片雪花是无辜的”这般观点。的确，在我们的日常生活之中，往往一些看似无关痛痒的小事经过慢慢堆积，终有一天也会酿成大祸。只是未曾料到，刚刚引发舆论危机不久后，由于再次“官降”，特斯拉将自己的“割韭菜论”发挥到了极致。</p><p>10月1日，特斯拉中国官网突然显示，国产Model 3标准续航升级版补贴后售价从27.155万元调降至24.99万元，而国产 Model 3长续航后轮驱动版售价从34.405万元调降至30.99万元。</p><p>而这距离上一次调价，也仅仅过去不到5个月的时间。当时国产Model 3标准续航升级版补贴前售价由32.38万元降至29.18万元，在成功进入“30万元”门槛，享受新能源车补贴后，最终购买价格降至27.155万。</p><p>老实说，从全新车主角度来看，愈发低廉的价格的确带来了更具性价比的产品。但是不禁反问，对于那些刚刚提车不久的老车主呢，这样毫无预兆、甚至略带隐瞒意味的“官降”又算得了什么？</p><p>“我是9月初提的标准续航版Model 3，当时对接销售也并未告知今年是否会再次降价，所以考虑到用车需求，就决定买了，但是十一看到突然降价两万多，深深感觉到自己被欺骗了。”这是发生在我身边一位女性朋友的真实案例。</p><p>与她相同的是，此次特斯拉的突袭式降价没有任何预兆，很多消费者在一月前提车，不料放假第一天就蒙受几万元的损失，心情就此跌至低谷。而这也反映出“渣男”特斯拉的绝情，永远以自身利益与销量为目的，全然不顾现有车主的情绪。</p><p>并且一年内多次“突袭式”降价，致使购买车辆贬值速度超出预期，不仅是对刚提车的消费者的不尊重，也对更多老车主造成了切身利益的伤害。</p><h3>“火急火燎”的起跑线之争</h3><p>看到这里，不禁反问特斯拉进入2020年后，火急火燎地进行多次官降，究竟是出于什么原因？<b>答案或许和马斯克对中国市场的野心勃勃与特斯拉极致的追求速度，妄图给予国内品牌毁灭性打击有关。</b></p><p>凭心而论，自特斯拉进入中国后，无论从自建工厂，还是Model 3下线国产上市，其动作可以用“神速”来形容。回想起上海制造基地落成仪式上，马斯克“尬舞”的样子，再看看中国制造Model 3仓促交付后曝出的各种质量问题，可见其对“速度”的追求胜于一切，甚至可以放弃一些本该重要的东西。</p><p>同样，“神速”的还有特斯拉降价的速度。从去年至今，国产Model 3终端销量实现了质的提升，其价格也在今年经历三连降。尽管冒着老车主大面积维权，甚至拿着“韭菜”亲自进店声讨的地步，但仍未浇灭特斯拉“滑梯式降价”的决心。</p><p>那么特斯拉为什么如此看重“速度”？是马斯克想要赶在中国补贴政策彻底退坡之前尽可能多卖车吗？相比于特斯拉对于中国市场的野望，显然不是主要目的。况且2020年的补贴数额，对于30万元级别车型的购买决策，影响已是日渐式微。</p><p>真正让特斯拉不顾口碑崩塌风险，火急火燎地推出Model 3并一再降价的重要原因，或是其想要抓住中国新能源车市场“起跑混战”的短暂机遇，<b>利用消费者对特斯拉品牌的厚爱、对智能汽车的崇拜，迅速扩大在中国电动车市场的占有率，将那些未来有可能在全球市场和特斯拉竞争的潜在对手“绊倒”在起跑线上。</b></p><p>用暗黑一些的角度来看，也可称作“扼杀在摇篮之中”。相比之下，背负一时“割韭菜”的骂名实在算不了什么。这就好比是一场没有太多游戏规则的滑冰比赛刚刚起步，特斯拉带着先行起跑的动能突然切入了中国电动车选手的赛道，并大动干戈，要将一些还未准备好的参赛选手推出赛道一样。虽然略显粗鲁，但是行之有效。</p><h3>压力倍增与日渐崛起</h3><p>不吹不黑，当今年1月7日国产Model 3正式交付用户之时，行业中对于中国品牌即将遭受毁灭性打击的言论一时四起。但是转换角度考虑，特斯拉所带来的“鲶鱼效应”实实在在地倒逼出了一个更好、更加良性健康的中国新能源市场。</p><p>同时，特斯拉作为一家精打细算的上市公司，不管是前期的高定价，还是后期的大降价，背后都是最简单的商业逻辑：股东利益最大化。通俗而言，如果中国市场没有出现足够让特斯拉忌惮的产品，特斯拉也犯不着频繁降价。每当危机袭来，用自身最大“长板”进行自保成为了最佳方式。</p><p>在此过程中，特斯拉的确向我们展现了它依托于极致成本管控下的进攻性，但是选择应战的中国品牌并非一碰就碎。加之就目前市场中Model 3的主要竞品来看，刺激该车型降价的两个先决前提条件已然形成。</p><p>其一，国产Model 3已形成月产销过万的规模，随着零部件国产化率提升，单车成本继续下降，从而触发降价机制；其二，<b>同级别细分市场出现了价格更加有竞争力的比亚迪汉EV与小鹏P7，足以引起特斯拉的重视。</b></p><p>以其中的汉EV为例，在产品力与性价比完全不落下风的前提下。据悉，该车型今年4月开始收集顾客订单，7月中旬正式上市。而在今年5月，也就是在特斯拉Model 3“五一”官降价后不久，比亚迪官方公布的汉车型订单数已达到1.5万，到7月正式上市前，比亚迪官方透露的订单数量已经积累到3万个。</p><p>而大量订单的积累，导致汉车型正式上市后，市场出现了较严重的等待交付问题。为此，比亚迪还紧急出台了汉车型订单客户的积分补偿方案。另一方面，比亚迪正在全力解决交付问题。从已知的数据来看，汉车型上市首月批量交付1,200辆，第二个月批量交付4,000辆，其中60%是汉EV车型。刚刚过去的9月，汉车型批量交付已超过5,600辆，其中汉EV占比达到3,600辆。</p><p>由此看来，终端市场的异常火爆，对于特斯拉而言，此时如果不祭出降价大旗，待比亚迪解决了汉系列车型现存的交付问题，年底汉EV预计还将对国产Model 3造成巨大冲击。</p><h3>技术路线被“逼”暗变？</h3><p>仔细观察不难发现，面对日渐增大的终端压力，特斯拉除了降价应对外，在承担主要销量的国产Model 3身上，还做出了另一个重要的“新动作”：借助此次降价，其标准续航升级版车型续航里程从原来的445公里升级到468公里。根据工信部资料，续航里程468公里的Model 3换装了磷酸铁锂电池，此前Model 3全系车型则采用三元锂电池。</p><p>此举背后，是否也暗示着身处中国市场的特斯拉，技术路线正在被逼暗变？众所周知，近来频繁发生的电动车自燃事故，再次让消费者开始关心起动力电池的安全性问题。而此前，特斯拉一直采用的三元锂电池路线，旗下车型出现过多起电池自燃甚至爆燃事故。</p><p>背后反映出的则是三元锂电池热稳定性差，因撞击或故障在发生短路后，温度迅速升高进而出现起火爆炸的缺陷。对比之下，比亚迪一直以来则坚持磷酸铁锂电池路线，因为其热稳定性要明显强于三元锂电池，从而能够获得更牢固的安全性，为用户提供保障。</p><p>早期，比亚迪旗下电动车型普遍采用方形外壳的磷酸铁锂电池。而不久之前，比亚迪更是推出了制造工艺、性能、安全性更加优异的刀片电池，不变的是磷酸铁锂仍作为它的正极材料，而热销的汉EV正是搭载了该电池。</p><p>相信许多人都看到过此前社交平台中动力电池“针刺实验”的对比视频，相较于三元锂电池的一扎就爆，磷酸铁锂方型电池则被刺穿后喷烟、起火，更为先进的刀片电池刺穿后现象仅为冒烟，表面温度只有几十度而已，尚处可接受范围，从而再次佐证后者的稳定与安全。</p><p><b>因此，上述种种迹象足以表明，特斯拉国产Model 3换装磷酸铁锂电池，除了出于成本层面的考虑外，安全性已然变成其同样注重的板块。</b>即便这样作为“后来者”，通过对比不难看出，全新国产Model 3官降至24.99万元，续航升级到468km，但在续航能力、车内空间、终端价格方面，仍不及汉EV超长续航版豪华型。</p><p>而这背后或将再次印证，随着中国品牌电动车产品竞争力的日趋增强，这种“特斯拉式降价”也许还会继续上演。群雄争霸、愈发多元化下，最终造福的还是我们这些潜在的新能源消费者。</p>","source":"lsy1586587355866","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉VS蔚来、理想、小鹏：“渣男”与“备胎”的战役\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-21 11:29 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.iyiou.com/p/134441.html><strong>汽车公社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>多月之前，当特斯拉国产Model 3在短时间内频繁进行“官降”，致使老车主利益受到严重损失时，有人曾在微博对前者做出了这样的评价：当下的特斯拉就像一位渣男，迷人、危险、不负责任，但是依然令人又爱又恨；而中国部分新势力造车以及传统新能源车企，相比特斯拉就像一位备胎，对你无条件的好，默默等待那些被前者伤害过的人。从感性考虑，必须承认如此比喻有那么几分道理，特斯拉目前给予我们的形象好似就是如此。甚至有时...</p>\n\n<a href=\"https://www.iyiou.com/p/134441.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/85a1b2d8cf0f341441d33141804889b2","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.iyiou.com/p/134441.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2077530921","content_text":"多月之前，当特斯拉国产Model 3在短时间内频繁进行“官降”，致使老车主利益受到严重损失时，有人曾在微博对前者做出了这样的评价：当下的特斯拉就像一位渣男，迷人、危险、不负责任，但是依然令人又爱又恨；而中国部分新势力造车以及传统新能源车企，相比特斯拉就像一位备胎，对你无条件的好，默默等待那些被前者伤害过的人。从感性考虑，必须承认如此比喻有那么几分道理，特斯拉目前给予我们的形象好似就是如此。甚至有时，由于在智能化、电子架构、自动驾驶、操控体验上，Model 3给予人们的映像过于深刻，可以让他们爱得死去活来，甚至令一众车主暂时忘却了它在产品质量、售后服务等方面的种种缺陷。反观亦如比亚迪、蔚来，却在重金投入产品研发、服务体系构建，全心全意为消费者考虑的溺爱中，仍然遭受些许不公的舆论攻击与指责。好在随着剧情不断发展、潜在用户的渐渐成熟，身处这场渣男与备胎的战役中，后者已经将示人的形象转变为“暖男”。终端销量层面，也不再是国产Model 3的一家独大，比亚迪汉、蔚来ES6、小鹏P7等一众国产电动车的崛起，迅速形成对于特斯拉的“围剿”。或许是感受到危机的存在，国庆假期首日前者再次选择“官降”应对，而这背后愈发反映出残酷的起跑线之争就此开始。“官降”引发的口诛笔伐记得在特斯拉今年发生自动驾驶芯片“减配”风波时，笔者曾写下“雪崩时，没有一片雪花是无辜的”这般观点。的确，在我们的日常生活之中，往往一些看似无关痛痒的小事经过慢慢堆积，终有一天也会酿成大祸。只是未曾料到，刚刚引发舆论危机不久后，由于再次“官降”，特斯拉将自己的“割韭菜论”发挥到了极致。10月1日，特斯拉中国官网突然显示，国产Model 3标准续航升级版补贴后售价从27.155万元调降至24.99万元，而国产 Model 3长续航后轮驱动版售价从34.405万元调降至30.99万元。而这距离上一次调价，也仅仅过去不到5个月的时间。当时国产Model 3标准续航升级版补贴前售价由32.38万元降至29.18万元，在成功进入“30万元”门槛，享受新能源车补贴后，最终购买价格降至27.155万。老实说，从全新车主角度来看，愈发低廉的价格的确带来了更具性价比的产品。但是不禁反问，对于那些刚刚提车不久的老车主呢，这样毫无预兆、甚至略带隐瞒意味的“官降”又算得了什么？“我是9月初提的标准续航版Model 3，当时对接销售也并未告知今年是否会再次降价，所以考虑到用车需求，就决定买了，但是十一看到突然降价两万多，深深感觉到自己被欺骗了。”这是发生在我身边一位女性朋友的真实案例。与她相同的是，此次特斯拉的突袭式降价没有任何预兆，很多消费者在一月前提车，不料放假第一天就蒙受几万元的损失，心情就此跌至低谷。而这也反映出“渣男”特斯拉的绝情，永远以自身利益与销量为目的，全然不顾现有车主的情绪。并且一年内多次“突袭式”降价，致使购买车辆贬值速度超出预期，不仅是对刚提车的消费者的不尊重，也对更多老车主造成了切身利益的伤害。“火急火燎”的起跑线之争看到这里，不禁反问特斯拉进入2020年后，火急火燎地进行多次官降，究竟是出于什么原因？答案或许和马斯克对中国市场的野心勃勃与特斯拉极致的追求速度，妄图给予国内品牌毁灭性打击有关。凭心而论，自特斯拉进入中国后，无论从自建工厂，还是Model 3下线国产上市，其动作可以用“神速”来形容。回想起上海制造基地落成仪式上，马斯克“尬舞”的样子，再看看中国制造Model 3仓促交付后曝出的各种质量问题，可见其对“速度”的追求胜于一切，甚至可以放弃一些本该重要的东西。同样，“神速”的还有特斯拉降价的速度。从去年至今，国产Model 3终端销量实现了质的提升，其价格也在今年经历三连降。尽管冒着老车主大面积维权，甚至拿着“韭菜”亲自进店声讨的地步，但仍未浇灭特斯拉“滑梯式降价”的决心。那么特斯拉为什么如此看重“速度”？是马斯克想要赶在中国补贴政策彻底退坡之前尽可能多卖车吗？相比于特斯拉对于中国市场的野望，显然不是主要目的。况且2020年的补贴数额，对于30万元级别车型的购买决策，影响已是日渐式微。真正让特斯拉不顾口碑崩塌风险，火急火燎地推出Model 3并一再降价的重要原因，或是其想要抓住中国新能源车市场“起跑混战”的短暂机遇，利用消费者对特斯拉品牌的厚爱、对智能汽车的崇拜，迅速扩大在中国电动车市场的占有率，将那些未来有可能在全球市场和特斯拉竞争的潜在对手“绊倒”在起跑线上。用暗黑一些的角度来看，也可称作“扼杀在摇篮之中”。相比之下，背负一时“割韭菜”的骂名实在算不了什么。这就好比是一场没有太多游戏规则的滑冰比赛刚刚起步，特斯拉带着先行起跑的动能突然切入了中国电动车选手的赛道，并大动干戈，要将一些还未准备好的参赛选手推出赛道一样。虽然略显粗鲁，但是行之有效。压力倍增与日渐崛起不吹不黑，当今年1月7日国产Model 3正式交付用户之时，行业中对于中国品牌即将遭受毁灭性打击的言论一时四起。但是转换角度考虑，特斯拉所带来的“鲶鱼效应”实实在在地倒逼出了一个更好、更加良性健康的中国新能源市场。同时，特斯拉作为一家精打细算的上市公司，不管是前期的高定价，还是后期的大降价，背后都是最简单的商业逻辑：股东利益最大化。通俗而言，如果中国市场没有出现足够让特斯拉忌惮的产品，特斯拉也犯不着频繁降价。每当危机袭来，用自身最大“长板”进行自保成为了最佳方式。在此过程中，特斯拉的确向我们展现了它依托于极致成本管控下的进攻性，但是选择应战的中国品牌并非一碰就碎。加之就目前市场中Model 3的主要竞品来看，刺激该车型降价的两个先决前提条件已然形成。其一，国产Model 3已形成月产销过万的规模，随着零部件国产化率提升，单车成本继续下降，从而触发降价机制；其二，同级别细分市场出现了价格更加有竞争力的比亚迪汉EV与小鹏P7，足以引起特斯拉的重视。以其中的汉EV为例，在产品力与性价比完全不落下风的前提下。据悉，该车型今年4月开始收集顾客订单，7月中旬正式上市。而在今年5月，也就是在特斯拉Model 3“五一”官降价后不久，比亚迪官方公布的汉车型订单数已达到1.5万，到7月正式上市前，比亚迪官方透露的订单数量已经积累到3万个。而大量订单的积累，导致汉车型正式上市后，市场出现了较严重的等待交付问题。为此，比亚迪还紧急出台了汉车型订单客户的积分补偿方案。另一方面，比亚迪正在全力解决交付问题。从已知的数据来看，汉车型上市首月批量交付1,200辆，第二个月批量交付4,000辆，其中60%是汉EV车型。刚刚过去的9月，汉车型批量交付已超过5,600辆，其中汉EV占比达到3,600辆。由此看来，终端市场的异常火爆，对于特斯拉而言，此时如果不祭出降价大旗，待比亚迪解决了汉系列车型现存的交付问题，年底汉EV预计还将对国产Model 3造成巨大冲击。技术路线被“逼”暗变？仔细观察不难发现，面对日渐增大的终端压力，特斯拉除了降价应对外，在承担主要销量的国产Model 3身上，还做出了另一个重要的“新动作”：借助此次降价，其标准续航升级版车型续航里程从原来的445公里升级到468公里。根据工信部资料，续航里程468公里的Model 3换装了磷酸铁锂电池，此前Model 3全系车型则采用三元锂电池。此举背后，是否也暗示着身处中国市场的特斯拉，技术路线正在被逼暗变？众所周知，近来频繁发生的电动车自燃事故，再次让消费者开始关心起动力电池的安全性问题。而此前，特斯拉一直采用的三元锂电池路线，旗下车型出现过多起电池自燃甚至爆燃事故。背后反映出的则是三元锂电池热稳定性差，因撞击或故障在发生短路后，温度迅速升高进而出现起火爆炸的缺陷。对比之下，比亚迪一直以来则坚持磷酸铁锂电池路线，因为其热稳定性要明显强于三元锂电池，从而能够获得更牢固的安全性，为用户提供保障。早期，比亚迪旗下电动车型普遍采用方形外壳的磷酸铁锂电池。而不久之前，比亚迪更是推出了制造工艺、性能、安全性更加优异的刀片电池，不变的是磷酸铁锂仍作为它的正极材料，而热销的汉EV正是搭载了该电池。相信许多人都看到过此前社交平台中动力电池“针刺实验”的对比视频，相较于三元锂电池的一扎就爆，磷酸铁锂方型电池则被刺穿后喷烟、起火，更为先进的刀片电池刺穿后现象仅为冒烟，表面温度只有几十度而已，尚处可接受范围，从而再次佐证后者的稳定与安全。因此，上述种种迹象足以表明，特斯拉国产Model 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